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| Sherman Wealth Management LLC
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|---|---|
| CRD # | 281093 |
| SEC # | 801-131124 |
| CIK # | 0002096110 |
| AUM | 160.3 M (2026-04-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 240-428-1622 |
| Address | 9841 Washingtonian Blvd Gaithersburg, MD 20878 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| Global MOFY Metaverse Ltd | 2.2 | ||
| Nvidia Corp | 1.6 | ||
| Advanced Micro Devices Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 42.6 |
| (b) Individuals (high net worth individuals) | 41 | 112.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 160.3 |
| By Discretionary | ||
| Discretionary | 342 | 155.7 |
| Non-Discretionary | 57 | 4.6 |
| Total | 399 | 160.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.7 | |
| United States Persons | 153.7 | |
| Total | 399 | 160.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002096110] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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